Sarah Bull, CIM®
Partner & Portfolio Manager
Sarah is a Partner and Portfolio Manager at KJ Harrison Investors.
Sarah specializes in creating comprehensive wealth management plans that help her clients navigate the financial uncertainties that often accompany significant life events, including divorce, the death of a spouse, retirement and the sale of a business.
She has a strong focus on working with high net worth individuals to help them best protect their financial futures as they transition through different stages of their lives. She acts in a strategic capacity to clients helping them better understand, establish and execute on their short-term, long-term and legacy goals and objectives. Sarah is frequently asked to speak to high net worth individuals, family businesses and groups of executive women on issues surrounding strategic wealth.
Prior to joining KJ Harrison Investors, Sarah was a principal at Connor Clark where she successfully managed the investments for a number of private families.
Sarah received a Bachelor of Arts from Queen’s University in 1993 and has been awarded the designation of Fellow of the Canadian Securities Institute (FCSI).
Sarah is personally active in her community and in philanthropy. She is a member of The Estate Planning Council of Toronto and Verity Women’s Club. She is also a member of the Board of the Havergal College Foundation and the Foundation Board of the Royal Ontario Museum.